ENZL - ETF AI Analysis
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iShares MSCI New Zealand ETF (ENZL)
ENZL, the iShares MSCI New Zealand ETF, has a solid overall rating, mainly supported by large positions in companies like Aisin Seiki and SCREEN Holdings, which show strong financial performance, positive technical trends, and reasonable valuations. Additional support comes from holdings such as Rio Tinto and Bank Leumi, which combine robust balance sheets or earnings strength with generally favorable market signals, though some face issues like recent revenue declines or overbought conditions. The main risk factor is that a few holdings show revenue or cash flow pressures and higher leverage, which could add volatility despite the generally positive profile.
ENZL vs. SPDR S&P 500 ETF (SPY)
- AUM
- 65.33M
- Region
- Asia-Pacific
- Expense Ratio
- 0.50%
- Beta
- 0.58
- Issuer
- iShares
- Inception Date
- Sep 01, 2010
- Dividend Yield
- 2.27%
- Asset Class
- Equity
- Index Tracked
- MSCI New Zealand All Cap Top 25 Capped Index - Benchmark TR Net
ENZL Summary
The iShares MSCI New Zealand ETF (ENZL) aims to track the MSCI New Zealand All Cap Top 25 Capped Index, giving you broad exposure to New Zealand’s stock market in a single investment. It holds companies across many sectors, including consumer, technology, industrials, and financials. Well-known names in the fund include Rio Tinto and Ericsson. Someone might invest in ENZL to diversify internationally and tap into New Zealand’s overall economic growth rather than picking individual local stocks. A key risk is that the value can rise or fall with the New Zealand market and currency movements.
How much will it cost me?
This ETF has an expense ratio of 0.50%, which means you’ll pay about $5 per year for every $1,000 you invest. That’s higher than the cost of many broad, passively managed index ETFs because this fund focuses on a smaller, single-country market (New Zealand), which tends to be more expensive to run.
What would affect this ETF?
This ETF is heavily tied to New Zealand’s overall economy, so stronger local growth, tourism, and consumer spending could help its many consumer, tech, and industrial companies, while stable politics and trade relations in the Asia-Pacific region would also be supportive. On the other hand, a global slowdown, weaker demand for New Zealand exports, rising interest rates, or new regulations affecting key local industries could hurt company profits and weigh on the fund’s performance.
ENZL Top 10 Holdings
ENZL may say New Zealand on the label, but its story is really about a handful of global industrial and tech names steering the ship. Aisin Seiki is the main engine, with rising momentum that’s doing much of the heavy lifting, while SCREEN Holdings and STMicroelectronics add more fuel from the semiconductor side. Bridgestone has been another steady climber, supporting returns rather than stealing the spotlight. On the flip side, more cyclical names like ANA Holdings look more mixed, occasionally tapping the brakes. Overall, the fund is concentrated in Asia-Pacific industrials and tech, with only modest diversification beyond that core.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 JP:7259 | Aisin Seiki Co | ― | ― | ― | ― | 77Outperform |
 JP:7735 | SCREEN Holdings Co | ― | ― | ― | ― | 77Outperform |
 JP:3407 | Asahi Kasei | ― | ― | ― | ― | 69Neutral |
 AU:RIO | Rio Tinto Limited | ― | ― | ― | ― | 78Outperform |
 SE:ERIC.B | Telefonaktiebolaget LM Ericsson Class B | ― | ― | ― | ― | 72Outperform |
 JP:8593 | Mitsubishi UFJ Lease & Finance Company | ― | ― | ― | ― | 72Outperform |
 JP:9202 | ANA Holdings Inc. | ― | ― | ― | ― | 70Neutral |
 JP:5108 | Bridgestone | ― | ― | ― | ― | 73Outperform |
 FR:STMPA | STMicroelectronics NV | ― | ― | ― | ― | 71Outperform |
 IL:LUMI | Leumi | ― | ― | ― | ― | 80Outperform |
ENZL Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ENZL, the sentiment is Negative. The current price of 44.55 is below the 20-day moving average (MA) of 44.97, below the 50-day MA of 46.29, and below the 200-day MA of 45.42, indicating a bearish trend. The MACD of -0.39 indicates Negative momentum. The RSI at 41.46 is Neutral, neither overbought nor oversold. The STOCH value of 60.12 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for ENZL.
ENZL Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| ENZL | $44.55 | $53.00(18.98% Upside) | $65.33M | 0.50% | 72Outperform |
 FLAU | $34.26 | $36.18(5.61% Upside) | $218.39M | 0.09% | 64Neutral |
 GSJY | $54.46 | $70.22(28.94% Upside) | $97.06M | 0.25% | 71Outperform |
 JPY | $38.29 | $46.71(21.99% Upside) | $83.80M | 0.60% | 70Outperform |
 NDIA | $26.29 | $31.30(19.09% Upside) | $49.08M | 0.75% | 60Neutral |
 RAYJ | $37.44 | $51.06(36.38% Upside) | $24.35M | 0.72% | 67Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| ENZL | iShares MSCI New Zealand ETF | 44.55 | 0.22 | 0.48% | |
| FLAU | Franklin FTSE Australia ETF | 34.26 | 2.95 | 9.44% | |
| GSJY | Goldman Sachs ActiveBeta Japan Equity ETF | 54.46 | 9.48 | 21.09% | |
| JPY | Lazard Japanese Equity ETF | 38.29 | 6.72 | 21.31% | |
| NDIA | Global X India Active ETF | 26.29 | -3.24 | -10.96% | |
| RAYJ | Rayliant SMDAM Japan Equity ETF | 37.44 | 5.60 | 17.59% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.